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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $98,295 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $52,298 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $19,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,221 | $86,795+119.2% | $67,681+181.1% | $64,728+193.9% |
| Participation rate | 74.4% | 71.7%+2.7pp | 73.7%+0.7pp | 57.9%+16.5pp |
| Annual return | 13.55% | 12.58%+1.0pp | 590.58%-577.0pp | 49.38%-35.8pp |
| Employer contribution / active EE | $3,088 | $2,837+8.8% | $2,678+15.3% | $2,243+37.7% |
| Participant deferral / active EE | $3,987 | $3,430+16.3% | $3,976+0.3% | $2,729+46.1% |
| Admin fee / account holder | $121 | $238-49.3% | $6,100-98.0% | $1,145-89.4% |